Registered Investment Companies:
Open-End Mutual Funds & Related Products

Recently Released!!!
Date Published: January 27, 2016
Summary PPT Deck: 60 Slides
Reference PPT Deck: 549 Slides


The purpose of this research is to provide readers with an initial understanding of the $18.2 trillion registered investment companies market, including open-end mutual funds, exchange traded funds, closed-end mutual funds, & unit investment trusts. Tiburon offers separate research on each of those four underlying topics. This research summarizes the highlights of those research topics.

This research explains the history of registered investment companies in phases, including:
  • Formation Phase
  • Early Expansion Phase
  • More Rapid Expansion Phase
  • Scandals Phase
  • Exchange Traded Funds Emergence Phase

    The research addresses market segments, including:

    • Open-End Mutual Funds
    • Exchange Traded Funds
    • Closed-End Mutual Funds
    • Unit Investment Trusts

And the research concludes with predictions for the registered investment companies market, including: 

  • Moderate Industry Growth
  • Evolving Product Structures
  • Huge Non-US Opportunity
  • Consolidation of Mutual Fund Companies

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